Smallwood Wealth Investment Management’s Schwab International Equity ETF SCHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.17M Sell
59,281
-1,520
-2% -$30.1K 0.74% 25
2024
Q4
$1.12M Sell
60,801
-175
-0.3% -$3.24K 0.77% 26
2024
Q3
$1.25M Sell
60,976
-144
-0.2% -$2.96K 0.89% 21
2024
Q2
$1.17M Sell
61,120
-708
-1% -$13.6K 0.91% 22
2024
Q1
$1.21M Sell
61,828
-1,914
-3% -$37.3K 0.94% 21
2023
Q4
$1.18M Sell
63,742
-66
-0.1% -$1.22K 0.97% 21
2023
Q3
$1.08M Sell
63,808
-408
-0.6% -$6.93K 0.99% 22
2023
Q2
$1.14M Sell
64,216
-1,696
-3% -$30.2K 1.02% 22
2023
Q1
$1.15M Sell
65,912
-524
-0.8% -$9.12K 1.09% 21
2022
Q4
$1.07M Buy
66,436
+1,994
+3% +$32.1K 0.91% 23
2022
Q3
$906K Buy
+64,442
New +$906K 0.81% 26